Compare Mutual Funds

VS

1Y
3Y
5Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
4.83 %
10.03 %
Sharpe
0.30
0.85
Max Drawdown
-15.94 %
-10.16 %
General Information
Category
Equity
Hybrid
Sub-category
Thematic-Dividend Yield
Aggressive Hybrid
Risk
Very High
Very High
NAV (Daily Updated)
₹ 150.61
₹ 306.30
Volatility
17.14%
12.10%
Expense Ratio
1.23
0.98
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
4.73% lower
0.47% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
2.39 %
7.46 %
Sharpe
0.15
0.64
Max Drawdown
-15.01 %
-9.50 %